Profile

Bookkeeping & Accounting Services

Accounting

B2B Northeast

B2B Accountability Leader

I’m Stacey Taylor, founder of Taylor-Made Bookkeeping (TMB), a boutique firm specializing in cleanup, financial standardization, and long-term clarity for small businesses. As a financial architect, my work goes beyond day-to-day bookkeeping—I help clients build sustainable systems, understand their numbers, and operate from a position of confidence.TMB is intentionally high-touch and selective, which means I’m always looking for trusted partners who can support my clients as they grow beyond my scope. I see NeXco as an opportunity to connect with a network of professionals who provide the next level of service—experts I can confidently refer my clients to when they need deeper advisory, legal, financial, or operational support.

Taylor-Made Bookkeeping

CEO & Founder

188 W Sutton Rd

Sutton

Massachusetts

01590

Taylor-Made Bookkeeping (TMB) is a boutique bookkeeping and financial operations firm dedicated to bringing clarity, structure, and long-term stability to small businesses. We specialize in cleanup work, financial standardization, and system design—helping clients transform disorganized records into reliable, actionable financials.Our approach is hands-on and education-focused. We don’t just manage numbers; we build the financial foundation that allows owners to understand their business, make informed decisions, and grow with confidence. TMB works exclusively in QuickBooks Online and partners closely with clients to streamline workflows, improve cash flow, and implement processes that support sustainable success.We serve a selective client base that values accuracy, transparency, and long-term partnership. At TMB, our mission is to empower small businesses with the tools, knowledge, and structure they need to operate efficiently and achieve lasting financial health.

• Cleanup & Catch-Up BookkeepingComprehensive cleanup of historical records, correction of errors, and reconstruction of accurate financial data.• Ongoing Bookkeeping & Financial ManagementMonthly bookkeeping, reconciliations, standardized reporting, and continuous oversight to maintain a reliable financial foundation.• Systems & Workflow StandardizationDesign and implementation of efficient, scalable processes within QuickBooks Online, including chart of accounts restructuring, product/service setup, and financial workflow optimization.• Financial Analysis & Operational GuidanceClear, actionable insight into cash flow, trends, margins, and business performance to support confident decision-making.• Advisory & Financial EducationHands-on coaching to help business owners understand their numbers, interpret financial reports, and build long-term financial discipline.• Project-Based SupportTargeted work for transitions, internal process audits, financial reviews, and preparation for tax professionals or lenders.

Our ideal customer is a small business owner who is committed to growth and understands the importance of accurate, organized financials. They are ready to invest in stronger systems, clearer reporting, and long-term financial clarity. Many of our clients come to us after outgrowing DIY bookkeeping or relying on a family member or internal team member who now needs additional training and support. We also serve businesses that need the “missing middle”—the standardized processes, reliable data, and foundational reporting their CFO or advisory team requires to make informed, strategic decisions.

1-19

$1M-$15M